Civic Intelligence

Union Education Trust

990 • Fiscal year 2024 • EIN 65-1283930

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 21, 2025

Organization ProfileWWW.UEDTRUST.ORG
390 Worthington RoadWesterville, OH 43082

(614) 865-2635

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

46th percentile

0.02x

Higher debt load relative to assets than 46% of similar nonprofits.

2024 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.06x

Higher debt load relative to revenue than 55% of similar nonprofits.

2024 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

91st percentile

52%

Higher net margin than 91% of similar nonprofits.

2024 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

61st percentile

$101,308

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2024 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2024

Asset Growth

84th percentile

21%

Faster asset growth than 84% of similar nonprofits.

2024 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

59th percentile

11%

Faster revenue growth than 59% of similar nonprofits.

2024 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$28,567,081

Up $4,982,427 (+21%) from 2023

Net Assets

Up

$28,008,196

Up $4,908,496 (+21%) from 2023

Liabilities

Up

$558,885

Up $73,931 (+15%) from 2023

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin91st percentile

Revenue

Up

$9,465,985

Up $923,913 (+11%) from 2023

Expenses

Up

$4,557,489

Up $258,988 (+6.0%) from 2023

Net Income

Up

$4,908,496

Up $664,925 (+16%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2010: $5,802,291Liabilities 2010: $556,850Net Assets 2010: $5,245,4412010Assets 2011: $4,590,784Liabilities 2011: $647,368Net Assets 2011: $3,943,4162011Assets 2012: $4,423,889Liabilities 2012: $2,358,185Net Assets 2012: $2,065,7042012Assets 2013: $5,135,768Liabilities 2013: $1,769,569Net Assets 2013: $3,366,1992013Assets 2014: $6,428,413Liabilities 2014: $1,846,456Net Assets 2014: $4,581,9572014Assets 2015: $7,556,102Liabilities 2015: $1,882,434Net Assets 2015: $5,673,6682015Assets 2016: $8,808,208Liabilities 2016: $1,748,511Net Assets 2016: $7,059,6972016Assets 2017: $10,615,488Liabilities 2017: $2,112,077Net Assets 2017: $8,503,4112017Assets 2018: $11,240,334Liabilities 2018: $2,055,047Net Assets 2018: $9,185,2872018Assets 2019: $14,101,246Liabilities 2019: $2,506,521Net Assets 2019: $11,594,7252019Assets 2020: $16,722,776Liabilities 2020: $2,413,179Net Assets 2020: $14,309,5972020Assets 2021: $19,966,963Liabilities 2021: $507,121Net Assets 2021: $19,459,8422021Assets 2022: $19,161,967Liabilities 2022: $305,838Net Assets 2022: $18,856,1292022Assets 2023: $23,584,654Liabilities 2023: $484,954Net Assets 2023: $23,099,7002023Assets 2024: $28,567,081Liabilities 2024: $558,885Net Assets 2024: $28,008,1962024Assets 2025: $31,954,791Liabilities 2025: $655,782Net Assets 2025: $31,299,0092025

Highlighted filing

2024

Assets$28,567,081
Liabilities$558,885
Net Assets$28,008,196
Open 2024 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $7,844,6782010Expenses 2011: $8,303,9832011Expenses 2012: $5,936,4962012Revenue 2013: $6,430,641Expenses 2013: $5,007,862Net Income 2013: $1,422,7792013Revenue 2014: $6,388,557Expenses 2014: $5,212,685Net Income 2014: $1,175,8722014Revenue 2015: $6,499,892Expenses 2015: $5,379,576Net Income 2015: $1,120,3162015Revenue 2016: $6,958,526Expenses 2016: $5,575,183Net Income 2016: $1,383,3432016Revenue 2017: $6,831,649Expenses 2017: $5,760,406Net Income 2017: $1,071,2432017Revenue 2018: $6,825,736Expenses 2018: $5,772,217Net Income 2018: $1,053,5192018Revenue 2019: $6,907,596Expenses 2019: $5,524,669Net Income 2019: $1,382,9272019Revenue 2020: $8,258,193Expenses 2020: $5,543,341Net Income 2020: $2,714,8522020Revenue 2021: $8,365,976Expenses 2021: $5,077,984Net Income 2021: $3,287,9922021Revenue 2022: $4,007,603Expenses 2022: $4,611,316Net Income 2022: -$603,7132022Revenue 2023: $8,542,072Expenses 2023: $4,298,501Net Income 2023: $4,243,5712023Revenue 2024: $9,465,985Expenses 2024: $4,557,489Net Income 2024: $4,908,4962024Revenue 2025: $8,713,379Expenses 2025: $5,422,566Net Income 2025: $3,290,8132025

Highlighted filing

2024

Revenue$9,465,985
Expenses$4,557,489
Net Income$4,908,496
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 21, 2025
Return Version
2024v5.0
Gross Receipts
$9,465,985
Mission and Program Overview

Mission

The trust provided a comprehensive program of training initiatives for the state of ohio bargaining unit employees. The trust develops programs that help employees advance their careers, improve their quality of work life, and work towards achieving employment security.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$22,447,223$27,603,826▲ $5,156,603
Cash and Non-Interest-Bearing Accounts$1,102,338$934,813▼ $167,525
Prepaid Expenses and Deferred Charges$20,592$21,851▲ $1,259
Land, Buildings, and Equipment, Net$14,501$6,591▼ $7,910
Total Assets$23,584,654$28,567,081▲ $4,982,427
Liabilities
Accounts Payable and Accrued Expenses$484,954$558,885▲ $73,931
Total Liabilities$484,954$558,885▲ $73,931
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$23,099,700$28,008,196▲ $4,908,496
Total Net Assets Fund Balance$23,099,700$28,008,196▲ $4,908,496
Total Liabilities and Net Assets / Fund Balance$23,584,654$28,567,081▲ $4,982,427

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,591$38,555$45,146
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeOtherTotal
Suhail ZidanDirectorFT$101,308$101,308
Christopher MabeChair-$79,479$79,479
Gerard JollyTrustee-$6,000$6,000
Kathy GersperTreasurer-$6,000$6,000
Sherry LittleTrustee-$5,985$5,985
Leslie TiltonTrustee-$5,042$5,042
Nachael ChurchTrustee-$3,405$3,405
Christopher BuccieriTrustee-$3,218$3,218
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,308,937
Investment Income
$3,157,048
Other Revenue
$0
Change in Net Assets
$4,908,496

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,465,985
Total Revenue per Audited Statements
$9,465,985
Total Revenue per Form 990
$9,465,985
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$843,021
Salaries, Compensation, and Employee Benefits$630,356
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$3,084,112--$3,084,112
Other Salaries and Wages-$630,356-$630,356
Occupancy-$95,502-$95,502
Conferences and Meetings-$60,898-$60,898
Advertising$17,851--$17,851
Fees for Services Legal-$12,585-$12,585
Insurance-$10,498-$10,498
Depreciation Depletion$7,910--$7,910
Other Expenses$7,150$16,932-$7,150
Information Technology-$4,825-$4,825
All Other Expenses$830--$830
Total Functional Expenses$3,725,893$831,596$0$4,557,489

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,557,489
Total Expenses per Audited Statements$4,557,489
Total Expenses per Form 990$4,557,489
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Tax returns are reviewed and approved by the board of trustees prior to submission.”

Form 990, Page 6, Part VI, Line 19

“Relevant documents are released to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Union Education Trust
EIN
65-1283930
Phone
6148652635
Address
390 WORTHINGTON ROAD, WESTERVILLE, OH 43082

Signing Officer

Name
Suhail Zidan
Title
Director
Phone
6148652635
Signed
2025-03-21

Organization Details

Principal Officer
Suhail Zidan
Formed
2006
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Holbrook & Manter Inc
Address
103 PROFESSIONAL PARKWAY, MARYSVILLE, OH 43040
Preparer
Mark a Welp CPA
Phone
9376448175
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The trust provided a comprehensive program of training initiatives for the state of ohio bargaining unit employees. The trust develops programs that help employees advance their careers, improve their quality of work life, and work towards achieving employment security.”

Raw XML Appendix344 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST PROVIDED A COMPREHENSIVE PROGRAM OF TRAINING INITIATIVES FOR THE STATE OF OHIO BARGAINING UNIT EMPLOYEES. THE TRUST DEVELOPS PROGRAMS THAT HELP EMPLOYEES ADVANCE THEIR CAREERS, IMPROVE THEIR QUALITY OF WORK LIFE, AND WORK TOWARDS ACHIEVING EMPLOYMENT SECURITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TAX RETURNS ARE REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RELEVANT DOCUMENTS ARE RELEASED TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0true
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/EOYAmt028567081
IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0831596
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03725893
IRS990/TotalFunctionalExpensesGrp/TotalAmt04557489
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0484954
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09465985
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt028567081
IRS990/TotReportableCompRltdOrgAmt0210437
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0WESTERVILLE
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043082
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0HTTPS://WWW.UEDTRUST.ORG/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SUHAIL ZIDAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06148652635
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION EDUCATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0651283930
ReturnHeader/Filer/PhoneNum06148652635
ReturnHeader/Filer/USAddress/AddressLine1Txt0390 WORTHINGTON ROAD
ReturnHeader/Filer/USAddress/CityNm0WESTERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043082
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310998651
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLBROOK & MANTER INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0103 PROFESSIONAL PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARYSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043040
ReturnHeader/PreparerPersonGrp/PhoneNum09376448175
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK A WELP CPA
ReturnHeader/ReturnTs02025-03-27T14:13:50-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,567,081
Liabilities
$558,885
Net assets
$28,008,196
Revenue
$9,465,985
Expenses
$4,557,489
Net income
$4,908,496
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$32.0$0.66$31.3$8.71$5.42$3.29
2024Detailed filing. Detailed filing data is available for this year.$28.6$0.56$28.0$9.47$4.56$4.91
2023Detailed filing. Detailed filing data is available for this year.$23.6$0.48$23.1$8.54$4.30$4.24
2022Detailed filing. Detailed filing data is available for this year.$19.2$0.31$18.9$4.01$4.61$0.60
2021Detailed filing. Detailed filing data is available for this year.$20.0$0.51$19.5$8.37$5.08$3.29
2020Detailed filing. Detailed filing data is available for this year.$16.7$2.41$14.3$8.26$5.54$2.71
2019Detailed filing. Detailed filing data is available for this year.$14.1$2.51$11.6$6.91$5.52$1.38
2018Detailed filing. Detailed filing data is available for this year.$11.2$2.06$9.19$6.83$5.77$1.05
2017Detailed filing. Detailed filing data is available for this year.$10.6$2.11$8.50$6.83$5.76$1.07
2016Detailed filing. Detailed filing data is available for this year.$8.81$1.75$7.06$6.96$5.58$1.38
2015Detailed filing. Detailed filing data is available for this year.$7.56$1.88$5.67$6.50$5.38$1.12
2014Detailed filing. Detailed filing data is available for this year.$6.43$1.85$4.58$6.39$5.21$1.18
2013Detailed filing. Detailed filing data is available for this year.$5.14$1.77$3.37$6.43$5.01$1.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.42$2.36$2.07$5.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.59$0.65$3.94$8.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.80$0.56$5.25$7.84